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How to Select an Auditor for the Form 5500
Learn how to select the right 401k auditor, avoid costly mistakes, and ensure compliance with ERISA. Discover what qualities to look for, and where to find reputable auditors.
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401(k) Earned Income – What Employers Need to Know
401(k) plans must allocate and test the contributions made to self-employed individuals using a special definition of plan compensation called earned income.
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How Much Time Does Annual 401(k) Administration Take?
401(k) administration shouldn't take small businesses much time. A quality provider will do the heavy lifting, leaving an owner with basic tasks to complete.
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The DOL Finalizes New Electronic 401(k) Disclosure Rules
The new DOL rule would allow employers to electronically deliver required 401(k) notices to all plan participants by e-mail or by posting them to a website.
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401(k) Plan Compensation – What Employers Need to Know
A 401k plan can require multiple definitions of employee compensation. To keep their plan in legal compliance, employers must understand all of them.
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Top 10 401(k) Mistakes Found in the IRS Voluntary Compliance Program
Severe consequences can result when a 401(k) plan fails to meet one or more of the plan qualification requirements – including IRS penalties for the employer.
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Acquisition or Merger? Don’t Overlook the Seller’s 401(k) Plan!
After acquiring a company with a 401(k), there 3 options for the plan - merge it into their own plan, keep it stand-alone, or terminate it.
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